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If you have a lump sum of money that you would like to leave you your family or charity, and would like to do that tax and probate free, then a single premium whole life policy may be the ideal product for you.
Advantages of Single Premium Whole Life
- One lump sum, no monthly premium
- Passes to family or charity tax and probate free
- Built in nursing home and home health benefits*
- Simple Underwriting � no exams
- Great alternative to a bank CD or annuity
- Immediate Access to funds (cash value)
There is also the ability to do a 1031 exchange. This is a transfer of cash values from one policy to another. This is a great opportunity if you still have a policy that you are paying premiums on and have some cash value built up.
See what your money can do for you, without having to transfer any of it!
Contact me today for a no obligation quote and more details
*Rider not available in all states. See licensed agent for details and limitations. |
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